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New Chartered Wealth Manager, 26, wins promotion

A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.


Chartered planning firm hires ex-Zurich and Octopus boss

A former senior manager at Zurich and Octopus has been hired by Chartered Financial Planning firm Fairstone Group.


Chartered v Certified: 'Titles aren't what matters to clients'

A newly qualified Certified Financial Planner says planners gain respect from clients through their work for them, not from certificates hanging on the wall.


Chartered planners buy three firms, adding 19 advisers

Chartered Financial Planning Group Fairstone has acquired another three firms and added 19 advisers.

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